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Barnes Dennig Private Wealth Management’s Chubb CB Stock Holding History

Barnes Dennig Private Wealth Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.5K Buy
72
+5
+7% +$1.63K 0.02% 201
2026
Q1 		$21.8K Hold
67
– – 0.02% 199
2025
Q4 		$20.9K Buy
+67
New +$19.6K 0.02% 199
2025
Q3 		– Sell
-15
Closed -$4.35K – 301
2025
Q2 		$4.35K Buy
+15
New +$4.32K 0.01% 251

Other funds holding CB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Barnes Dennig Private Wealth Management's CB Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Chubb (CB) stake by 7.5% in Q2 2026, buying an estimated $1.63K and bringing the position to 72 shares worth $24.5K. The position accounts for 0.02% of the portfolio, ranked #201.

Barnes Dennig Private Wealth Management first reported a position in CB in Q2 2025 and has held it in 4 quarters since. 475 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 72 shares of Chubb worth $24.5K as of Q2 2026.
  • Barnes Dennig Private Wealth Management bought 5 Chubb shares in Q2 2026, an estimated $1.63K.
  • Chubb made up 0.02% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Barnes Dennig Private Wealth Management first reported a position in Chubb in Q2 2025 and has held it in 4 quarters since.
  • 475 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.